Ilani 401(k) Retirement Savings Plan
Sponsored by Cowlitz Tribal Gaming Authority Dba Ilani · EIN 462455122 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 1,344
- With balances
- 486
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Recordkeeping, Participant loan processing, Direct payment from the plan | $18,059 |
| Charles Schwab Bank/Trust Company | Custodial (other), Custodial (securities), Investment management fees (indirect) | $4,903 |